Have questions about the new Act CCRM Classic?
The new
Act! CRM Classic is Here!
Fast & Easy setup, with No Software to install or databases to deploy
The new Act! CRM Classic is here, and it's faster, more robust than anything you've seen before from Act!. What's more, you're in complete control of your account as you can renew and add seats, as well as order add-ons right from within the web interface. And you have both annual and monthly purchase options.
The Act! CRM Classic is a completely rebuilt service with a 64-bit architecture that is blazing fast, and commercially is being offered in three tiers - Essentials, Standard, and Expert.
Each tier will be differentiated by CRM features, storage capacity, and the number of email sends per month, but all will be software-free. Yes, you read that right, no more software to install or syncing databases to deploy with the new Act! CRM Classic as everything is in the cloud. All tiers include Act! Marketing Automation, and all will be available below $50/user/month. That's right, all three tiers will be cheaper than the legacy Growth Suite Professional tier.
Act! CRM Classic Tiers
The following are the tiers of the new Act! CRM Classic, with each of them including one online user, Select Marketing Automation, and corresponding level of Act! technical support.
All tiers include the following Basic CRM features at a minimum:
- Contacts, Calendar, Companies, Basic Groups & partial Opportunities (includes sales process, detail and list views, products) , Task Lists, Act! Companion, Relationships, Import/Export, Notes/Histories, Layout Designer, Marketing Automation, Reports, Search, Secondary Contacts, User Management, Timeline, partial Define Fields (edit existing fields, but not create new ones), Web Info Tab, and partial Welcome Page (does not include the ability to add/remove charts)
- Please note the "Essential" introductory Tier was discontinued in Q4 of 2021
Please note each tier is available monthly or annually, and add-on options exist for custom tables, additional storage, AMA options & email sends, additional domains, plus SMS Texting, as well.
What you need!
Standard
$3000
per month/billed annually
(available monthly for $40)
per month/billed annually
(available monthly for $40)
Everything in Essentials, plus:
- Outlook & Google Integration
- Dynamic Groups (limited)
- Dashboards & Analytics
- Integration with Popular Apps through Zapier
- Team Management
- Professional Marketing Automation *
- 4Gb Cloud Storage *
- 10,000 Emails/mo. *
- Digital + Phone Support
* Optional upgrades available
What you want!
Expert
$4500per month/billed annually
(available monthly for $55)
(available monthly for $55)
Everything in Standard, plus
- Advanced Sales Pipeline Management
- Custom Sales KPIs
- Custom Dashboards & Analytics
- Advanced Customization
- Custom Queries
- Professional Marketing Automation *
- 6Gb Cloud Storage *
- 25,000 Emails/mo. *
- Digital + Phone + Priority Queuing Support
* Optional upgrades available
What you want!
Expert
Everything in Standard, plus
- Advanced Sales Pipeline Management
- Custom Sales KPIs
- Custom Dashboards & Analytics
- Advanced Customization
- Custom Queries
- Professional Marketing Automation (optional upgrades available)
- 6Gb Cloud Storage (optional upgrades available)
- 25,000 Emails/mo. (optional upgrades available)
- Digital + Phone + Priority Queuing Support
Summary
Just to reiterate, the new Act! CRM Classic offerings include no software to install or syncing databases to deploy so new accounts can be provisioned within minutes. The same try-before-you-buy experience is available so you can test-drive all the features at blazing speeds to determine which tier is right for you and your team.
If you're a long-time Act! user with lots of customizations, add-ons, a large database, and you require offline access to your database then Act! CRM Classic may not be the right solution for you.
Note for Canadians!
Please note that all Act! CRM Classic databases are hosted by Act! on American domiciled servers. Canadian customers who operate in industries that require the domestic hosting of databases (eg. wealth managers, health services, mortgage brokers, etc) should consider Act! Premium Cloud or self-hosted Act! Premium.
Feature Comparison Chart by Tier
When Act! CRM Classic meets powerful Marketing Automation, the possibilities are limitless! Act! CRM Classic provides the ultimate toolset to grow your small business. Compare the features of our Classic plans below, and choose the one right to boldly grow your business.
The first column, namely Act! Desktop, is provided as a comparison to the new Classic offerings so customers understand how they fit into the Act! family of products.
Act! CRM Classic features & benefits New Act! customers (click + to expand each section) | Act! Desktop | Standard | Expert | |||
|---|---|---|---|---|---|---|
CRM Options (click to expand) | ||||||
Act! Subscription | Act! Desktop | SaaS Standard | SaaS Expert | |||
Hosting Included | ||||||
Starter includes Act! 365 which is a strictly SaaS solution with no on-premise client. The Act! CRM option is self-hosted, but can be deployed in the Cloud for an extra fee, Act! CRM supports both on-premise, cloud, or a mix of both. | ||||||
Contact, Company, & Calendar Management | ||||||
All the CRM essentials required to manage your contacts, company & calendars, including Task & Activities, Notes & Histories, Company field linking, Relationship Timeline, Secondary Contacts, In-Context Maps & Web Info, Notification & Alerts, and Mail Merge | ||||||
Act! Companion Mobile App | ||||||
Always have your business-critical CRM data at your fingertips with the Act! Companion mobile app. | ||||||
Call Lists & Hot Leads | ||||||
Use the integrated Act! Marketing Automation to see click-through campaign feedback. Act! Desktop requires AMA as a separate subscription. | ||||||
Groups & Filters | ||||||
Organize similar contacts into groups by manual population or dynamic population based on flexible criteria you create (Dynamic not supported in Essentials). Groups can be used for targeted communications, marketing campaigns, or sales initiatives | ||||||
Advanced Queries | ||||||
Build complex advanced queries with the desktop and expert CRM package. | ||||||
Opportunity tracking & sales process management | ||||||
Capture and manage key opportunity details, including status, value, estimated close dates, and more for every sales deal. Manage Opportunities using sample processes, or design your own to best fit your company's sales methodology.
Sales Pipeline Management View, Sales KPI's (standard & custom), and Sales Opportunity Kanban Board only available in Desktop & Expert tiers. | ||||||
Analytics & reporting | ||||||
Know where to focus your time and attention with analytics and reporting from your sales deals. Standard Act! reporting included with all tiers. Act! Insight included with Desktop and Expert tiers, with standard charts & view only in Standard Tier (cannot create new charts or views with Standard) | ||||||
Integrations | ||||||
Microsoft Word & Excel integration available across all tiers, with Act! Connect integration not available in Essentials. Act! Connect is required for Zapier connections. | ||||||
Outlook & Gmail integration | ||||||
Interact seamlessly with MS Office and Outlook from within Act! | ||||||
Administration & Customization | ||||||
Preferences, User Management, and Layout Designer available across all tiers, with Team Management unavailable in Essentials. Custom fields can only be edited/deleted in Essential & Standard tiers, with full custom field management in Desktop & Expert. | ||||||
Offline Windows client | ||||||
Act! SaaS is a strictly Cloud-based offering with no software to install and no databases to remotely deploy. Act! Desktop supports offline database access with syncing to a centralized host. | ||||||
Import Tool | ||||||
Import data easily from a variety of data formats. | ||||||
Cloud Storage | n/a | 4GB | 6GB | |||
Desktop cloud storage limits will be set by 3rd party hosting providers, but the SaaS limits are structured to suit each tier. | ||||||
Additional Cloud Storage (per 4GB) | n/a | $5/mo | $5/mo | |||
Additional Cloud storage purchased at $60/year/account for each additional 4GB increment required. | ||||||
Marketing Automation Features by Tier (click to expand) | ||||||
Email Sends Per Month | n/a | 10,000 | 25,000 | |||
Additional email sends per month | $5 / 1000 sends | $15 / 2500 sends | $15 / 2500 sends | |||
Additional domains per month | n/a | $50 | $50 | |||
Email marketing | ||||||
Send beautiful, responsive campaigns to your Act! contacts & groups. Dynamically merge fields from your contacts in Act! | ||||||
Interactive drag & drop template editor | ||||||
Build responsive email campaigns using the drag & drop interactive editor. Get started with 170 sample templates, then customize imagery, colours, fonts, and more to fit your brand. Import photos from repositories like Dropbox, or use one of 500,000 free, high quality stock photos via Unsplash, Pexels, and Pixabay | ||||||
Drip marketing | ||||||
Build multi-stage drip campaigns using a visual workflow designer to send a series of automated campaigns or communications to your prospects and customers. View email statistics and manage subscribers in each state of your drip campaign | ||||||
Mobile & desktop preview | ||||||
View desktop and mobile campaign previews to ensure your images, content, and other campaign components render perfectly before you send them | ||||||
Visual workflow designer | ||||||
Use the visual workflow designer, provide a graphical representation of your communication flow, to easily build your multi-stage campaigns. Edit existing stages or add new ones from this intuitive workflow view | ||||||
Marketing Calendar | ||||||
Get an easy calendar view of all your past and scheduled campaigns by Day, Week, or Month. You can also filter by users or show all. | ||||||
Social sharing | ||||||
Publish campaigns to social sites like Facebook, LinkedIn, and Twitter to engage your social networks to expand your reach. Drive traffic to your social networks with social buttons in the footer of all your campaigns | ||||||
Turnkey campaigns | ||||||
Quickly jumpstart your marketing efforts using turnkey, pre-built campaigns that make it easy for you to send sales promotions, sales prospecting emails, webinars and event invitations, welcome emails, ongoing newsletters, and so much more | ||||||
Deliverability & compliance tools | ||||||
Rest assured your campaigns will reach inboxes because AMA is backed by an expert delivery team that helps you manage your sender reputation, giving you outstanding delivery rates. Access numerous compliance tools to help with GDPR & CASL compliance, spam analysis, managing opt-outs via the unsubscribe designer where you can customize your opt-out page, global suppression against email addresses or domains, and pre-campaign exclusion lists | ||||||
Surveys | ||||||
Create online surveys and polls using multiple question types, including radio buttons, sliders, ratings, and more to gather information about your prospects and customers. Responses are mapped to fields in Act! automatically for richer prospect and customer profiles | ||||||
Real-time campaign metrics | ||||||
View real-time campaign metrics, covering opens, clicks, and comparative stats per campaign or company-wide against a time range you apply to understand the success of your campaigns and improve your marketing strategy over time. Individual campaign results push to Act! contact records automatically for a detailed, reportable interaction history. | ||||||
Advanced HTML email editor | ||||||
Import and edit your existing HTML templates using the WYSIWYG email editor or build new HTML campaigns from scratch | ||||||
Landing pages & lead capture | ||||||
Design effective lead capture forms on landing pages or embed forms on your website to grow your prospect database. New leads are automatically added to your Act! once a form is completed | ||||||
Asset Tracking | ||||||
Asset tracking allows you to surface videos or documents in conjunction with webforms to harvest sign-ups in your database. A great tool for controlling the release of your digital assets, which tracking audience interest. | ||||||
Response-driven nurture marketing | $99/mo | $99/mo | ||||
Build highly personalized, response driven nurture marketing campaigns using the visual campaign workflow designer and let AMA do the work for you. Campaigns are automatically triggered by recipient responses based on criteria you define | ||||||
CRM workflow with prioritized sales follow-up | $99/mo | $99/mo | ||||
Automate workflow between sales and marketing to maximise engagement at every phase of the customer journey. Watch as AMA turns real-time response metrics into sales actions - alerting you of new prospects, prioritizing follow-ups, and delivering a composite view of engagement in a single solution. Notify Act! users via email and create Act! activities and/or opportunities automatically based on campaign & website interactions or completed lead forms and surveys | ||||||
Lead management & scoring | ||||||
Use lead scoring to understand your most interested prospects based on campaign engagement, survey/web form responses, and website interactions. Prioritized leads are pushed into Act! groups automatically for easy sales follow-up. Setup automated tasks and alerts in Act! to keep deals moving and close sales faster | ||||||
Website activity tracking & analytics | $99/mo | $99/mo | ||||
Identify prospects on your website in real-time to engage with them when they're most interested. See who's been on your site today, yesterday, this week, last week, or the last 30-days. Gain rich insites with the web intel dashboard for visitor profiling, interactions per visit, visitor bounce rates, traffic sources, and entry and exit pages. Web visits feed into lead scoring profiles and create activities for sales follows in Act! automatically | ||||||
Advanced lead capture & surveys | $99/mo | $99/mo | ||||
Take lead capture and surveys to the next level with advanced forms and surveys that allows further actions in Act!. Create Act! activities and opportunities automatically based on recipient responses. Send notificiations to Act! users when responses come in. Even load contacts into specific campaigns automatically | ||||||
A/B testing | $149/mo | $149/mo | ||||
Test specific elements of two campaigns to pinpoint your most impactful subject lines, email content, and more. Use the results to continually refine your content for improved results | ||||||
Multi-stage lead profiling | $149/mo | $149/mo | ||||
Gather information about a prospect over time with multi-stage lead profiling to steadily build a rich prospect profile in Act! | ||||||
Progressive Profiling | $149/mo | $149/mo | ||||
Gather information about a prospect over time with short surveys that display questions based on what you already know of a lead to steadily build a rich prospect profile in Act! | ||||||
Deliverability & marketing consulting services | $149/hr | $149/hr | $149/hr | |||
Accelerate your success with expert guidance designed to help you manage sender reputation, improve inbox delivery rates, comply with GDPR, build campaigns, develop templates, and more. A one-hour session is included with the advanced campaign | ||||||
- | $150/hr | $150/hr | ||||
Service & Add-ons (click to expand) | ||||||
Custom Tables | $10/user/mo | $10/user/mo | $10/user/mo | |||
Dramatically augment the functionality of your CRM with the power of Custom Tables. Custom Tables Manager provides maximum adaptability so you can bring complex data sets, unique business processes, contracts, products, and specialized industry practices together in Act!. | ||||||
Additional Email Sends (per 2500/mo) | $10/mo | $10/mo | $10/mo | |||
Increase your monthly sends to suit your marketing objectives. Must be added on an annual basis. | ||||||
Additional Domains (per domain) | $50/mo | $50/mo | $50/mo | |||
SMS: Phone Number + 500 monthly sends | $6.25/mo | $6.25/mo | ||||
SMS: Per Addional 500 monthly sends | $5/mo | $5/mo | ||||
Support Included (click to expand) | ||||||
Self service resources like Getting Started Webinars, Guides, & Videos, and Knowledge Base | ||||||
Online Support Portal & Online Case Management | ||||||
Web Chat | ||||||
12x5 Phone Support | ||||||
Product Support by Remote Assistance | ||||||
Saturday Phone Support | ||||||
Appointment Setting & Voicemail Call Back | ||||||
Priority Queuing | ||||||
Professional Services by Swiftpage | $99/hr | $99/hr | $99/hr | |||
Regular Monthly Cost (billed annually) | $37.50 | $30.00 | $45.00 | |||
Past Pro & Premium customers should contact us at sales@kqc.ca for preferred pricing. | ||||||
Additional domain (per domain, per month) | n/a | $50 | $50 | |||
Additional email sends per month | $5 / 1000 sends | $15 / 2500 sends | $15 / 2500 sends | |||
= Included
= Included with extra cost
= Excluded
Act! CRM Classic Video Library
Getting Started with Act! CRM Classic
Using the Getting Started Menus
Importing Data
Converting from Trial to Subscription
Manage your account
Getting Support
Click HERE to access more Act! CRM Classic training videos
Frequently Asked Questions on Act! CRM Classic
Will subscribers on current Premium cloud offerings be migrated to Act! CRM Classic (SaaS)?
We will not be auto-migrating any current cloud-based subscribers to Act! CRM at this time, but we encourage all customers -whether on a perpetual license, a premise-based subscription, or a cloud-based subscription -to evaluate how Act! CRM may be able to better meet their current and future needs.
Feature-gating of CRM is new for Act!, how does it work?
Is Marketing Automation included in Act! CRM Classic like it was in Act! Growth Suite?
Can clients host their own database?
Will Act! users have an offline Windows client that syncs to the server?
Is monthly billing only available for Act! CRM Classic (SaaS)?
Will clients be able to monitor the usage of their allowed space? If 2gig, determine how much is left?
Can I upgrade from product tier to tier in the middle of a subscription?
Can the Marketing Automation upgrade packages be added to any tier of Act! CRM Classic?
What happens if I run out of Cloud storage?
What happens if I reach my monthly Email Marketing send limit?
Can you convert from your monthly subscription to an annual one?
How can the Standard tier support Dynamic Groups if they don't support advanced queries?
Can someone either start or upgrade to Expert monthly for one month and then downgrade Standard?
